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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?


To: re3 who wrote (34203)12/6/2003 2:50:50 PM
From: nspolar  Read Replies (1) | Respond to of 36161
 
retired, fwiw I may increase my put exposure on Monday open. Going to do a little searching this weekend.

The smell of a rough 1st qtr is on the rise.

Market is sure not buying bad news any longer, imho. This pop in energy and bonds late last week is also a telling sign that hot gen market money has some concerns.

Otherwise sticking to my plan.



To: re3 who wrote (34203)12/10/2003 8:53:04 PM
From: re3  Read Replies (1) | Respond to of 36161
 
allo's dec 10:
gold shares 16 %
physical pm's (via cef and mill bull fund) 20 %
gold shares with cov calls sold 11 % (pdg and rgld and hmy with dec calls)
base metals 8 %
puts/calls 4 % (puts on qqq for march and calls on xle for june and a few on xeg.to)
other 5 % (canadian tire, aberdeen fund, abitibi paper, couple energy picks)
dirty old cash 36 %